ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.5M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K

Top Sells

1
+$4.68M
2
+$531K
3
+$314K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$303K
5
AAPL icon
Apple
AAPL
+$271K

Sector Composition

1 Technology 20.54%
2 Financials 8.55%
3 Consumer Discretionary 8.23%
4 Healthcare 7.69%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28.6K 0.01%
266
327
$28.4K 0.01%
70
328
$27.4K 0.01%
123
329
$27K 0.01%
200
330
$26.3K 0.01%
73
331
$26.2K 0.01%
403
332
$26K 0.01%
400
-59
333
$26K 0.01%
800
334
$25.8K 0.01%
100
335
$25.5K 0.01%
2,850
336
$25.1K 0.01%
104
-136
337
$24.3K 0.01%
+150
338
$23.9K 0.01%
500
339
$23.9K 0.01%
+4,150
340
$23.8K 0.01%
301
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341
$23.5K 0.01%
124
342
$23.4K 0.01%
+17,350
343
$23.3K 0.01%
+5,000
344
$22.7K 0.01%
+237
345
$22.5K 0.01%
145
346
$21.5K 0.01%
34
347
$21.5K 0.01%
319
348
$21.3K 0.01%
340
349
$21.2K 0.01%
+42
350
$21.2K 0.01%
130
12 13
14
15 16